SOCIETY OF SAINT VINCENT DE PAUL

EIN: 465464618 501(c)(3)

WORCESTER, MA

Total Revenue
$272,492
Total Expenses
$319,859
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
MA
Principal Officer
SUSAN TREVELONI
Phone
5085560559
Tax Period
2020-10-01 to 2021-09-30

SOCIETY OF SAINT VINCENT DE PAUL, founded in 2014, is a small nonprofit that reported $272K in total revenue in fiscal year 2020. Expenses of $320K exceeded revenue, resulting in a 17% operating deficit.

Mission

PERSON TO PERSON SERVICE TO THOSE WHO ARE NEEDY AND SUFFERING IN THE TRADITION OF OUR FOUNDER, BLESSED FREDERIC OZAMEN AND OUR PATRON ST VINCENT DE PAUL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $155,900
Investment Income $116,592
Other Revenue $0
TOTAL REVENUE $272,492

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $319,859
Other Expenses $319,859
TOTAL EXPENSES $319,859

Year-over-Year Comparison

2020 2019 Change
Revenue $272,492 N/A N/A
Expenses $319,859 N/A N/A
Net Income $-47,367 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN TREVELONI PRESIDENT/DI N/A
Officer
$0 $0 $0
JOSEPH WALDEN VICE PRESIDE N/A
Officer
$0 $0 $0
JANET KNAPP TREASURER N/A
Officer
$0 $0 $0
KIMBERLY LAMBERT SECRETARY N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $272,492 $319,859 No data $-47,367
2020 $121,985 $96,960 $47,367 $25,025
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